Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Grady is a financial advisor with Frost Investment Services. Lisa has been in the financial industry since 1993. Lisa is registered with the state of Texas and has a Series 6, 7, 24 and 66 license. Previously, Lisa worked at Guaranty Brokerage Services, Inc., Chase Investment Services Corp., Banc One Securities Corporation, and Garco Equity Sales, Inc. Lisa specializes in retirement planning, investment management, and financial planning for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
TX
01/27/2022 - Present
Frost Investment Services (FORT WORTH TX)
TX
08/23/2006 - 12/23/2009
GUARANTY BROKERAGE SERVICES, INC. (DALLAS TX)
TX
08/12/2004 - 05/03/2006
CHASE INVESTMENT SERVICES CORP. (IRVING TX)
IL
03/23/1995 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IN
07/26/1993 - 10/10/1994
GARCO EQUITY SALES, INC. (CARMEL IN)
BOTH
Issued 05/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lisa Grady is the right advisor for you? Invested Better is here to help.
